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Ameriprise Financial

1,026 hedge funds and large institutions have $27.1B invested in Ameriprise Financial in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 314 increasing their positions, 347 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 58

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

22% more capital invested

Capital invested by funds: $22.2B → $27.1B (+$4.82B)

20% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $55.8M

9% more funds holding

Funds holding: 9411,026 (+85)

0.96% more ownership

Funds ownership: 81.93%82.89% (+0.96%)

10% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 347

Holders
1,026
Holders Change
+85
Holders Change %
+9.03%
% of All Funds
16.49%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
159
Increased
314
Reduced
347
Closed
58
Calls
$66.7M
Puts
$55.8M
Net Calls
+$10.9M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
526
Integrated Advisors Network
Texas
$739K -$108K -354 -13%
PIM
527
Penobscot Investment Management
Massachusetts
$737K
OIA
528
OneDigital Investment Advisors
Kansas
$735K +$3.96K +13 +0.6%
GIA
529
Gateway Investment Advisers
Ohio
$728K +$307K +1,007 +76%
TSS
530
Two Sigma Securities
New York
$710K +$41.2K +135 +6%
BAAM
531
Baker Avenue Asset Management
California
$709K +$695K +2,277 New
RWM
532
Ritholtz Wealth Management
New York
$708K -$564K -1,848 -45%
PT
533
Plimoth Trust
Massachusetts
$706K -$90K -295 -12%
IAS
534
Insigneo Advisory Services
Florida
$705K +$690K +2,263 New
BL
535
Balentine LLC
Georgia
$699K +$331K +1,085 +94%
EWS
536
Evergreen Wealth Solutions
Pennsylvania
$689K -$35.4K -116 -5%
WPC
537
Wedmont Private Capital
Pennsylvania
$688K +$156K +511 +31%
GTCM
538
Gyon Technologies Capital Management
New Jersey
$680K +$666K +2,184 New
MPI
539
Mairs & Power Inc
Minnesota
$677K
TCA
540
Transcend Capital Advisors
New Jersey
$672K +$26.5K +87 +4%
Carson Wealth (CWM LLC)
541
Carson Wealth (CWM LLC)
Nebraska
$669K +$90K +295 +16%
SFA
542
Sequoia Financial Advisors
Ohio
$664K +$651K +2,134 New
S
543
SignatureFD
Georgia
$662K +$38.7K +127 +6%
KA
544
Kintegral Advisory
New York
$659K -$546K -1,791 -46%
GIA
545
Gladstone Institutional Advisory
Florida
$651K -$86.9K -285 -12%
FMTC
546
Farmers & Merchants Trust Company
California
$651K
BBA
547
Baader Bank Aktiengesellschaft
Germany
$648K +$634K +2,080 New
PCM
548
Pennsylvania Capital Management
Pennsylvania
$647K
GAM
549
Guinness Asset Management
United Kingdom
$643K
SWP
550
Stratos Wealth Partners
Ohio
$641K +$26.5K +87 +4%

AMP Hedge Fund Activity: Q4 2022 in Review

1,026 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q4 2022, worth a combined $27.1B — up 22% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new AMP positions and 58 closed out — a net gain of 101 holders — while 314 added to existing stakes and 347 trimmed.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was Bank of New York Mellon, cutting an estimated $114M.

  • 1,026 institutional investors held Ameriprise Financial (AMP) as of Q4 2022, up from 941 in Q3 2022.
  • Funds reported $27.1B of Ameriprise Financial stock for Q4 2022, up 22% quarter-over-quarter.
  • 159 funds opened new Ameriprise Financial positions in Q4 2022 and 58 closed out, a net change of +101 holders.
  • The largest Ameriprise Financial buyer in Q4 2022 was BlackRock, an estimated $113M added.
  • The largest Ameriprise Financial seller in Q4 2022 was Bank of New York Mellon, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2022.